GWM
GSB Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
2,975
| – | – | 0.07% | 199 |
|
|
2025
Q1 | $253K | Hold |
2,975
| – | – | 0.07% | 186 |
|
|
2024
Q4 | $263K | Hold |
2,975
| – | – | 0.07% | 188 |
|
|
2024
Q3 | $262K | Hold |
2,975
| – | – | 0.07% | 193 |
|
|
2024
Q2 | $241K | Hold |
2,975
| – | – | 0.07% | 198 |
|
|
2024
Q1 | $250K | Hold |
2,975
| – | – | 0.07% | 191 |
|
|
2023
Q4 | $231K | Hold |
2,975
| – | – | 0.07% | 192 |
|
|
2023
Q3 | $206K | Hold |
2,975
| – | – | 0.07% | 192 |
|
|
2023
Q2 | $217K | Hold |
2,975
| – | – | 0.07% | 196 |
|
|
2023
Q1 | $208K | Hold |
2,975
| – | – | 0.07% | 201 |
|
|
2022
Q4 | $201K | Buy |
+2,975
| New | +$201K | 0.07% | 195 |
|
|
2022
Q2 | – | Sell |
-2,975
| Closed | -$232K | – | 208 |
|
|
2022
Q1 | $232K | Buy |
+2,975
| New | +$232K | 0.07% | 207 |
|